See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,800 | $45,073+90.4% | $69,455+23.5% | $72,985+17.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 22.29% | 22.65%-0.4pp | 28.97%-6.7pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,976 | $2,054-3.8% | $2,779-28.9% | $2,440-19.0% |
| Participant deferral / active EE | $3,725 | $2,602+43.2% | $3,535+5.4% | $3,607+3.3% |
| Admin fee / account holder | $3,877 | $3,056+26.9% | $3,839+1.0% | $5,124-24.3% |